By 2025, over 90% of B2B enterprise sales businesses will continue to rely on intuition instead of advanced data analytics.
And the consequences of that are pretty obvious – inaccurate forecasts, unfulfilled quotas, and broken sales pipeline.
If you want to be a part of the 10%, you need to have the right sales forecast tools in your tech stack.
We understand how hard it can be to add more tools to your business’ existing tech stacks without thorough research. That’s why, in this article, we’ve compiled a list of the top 10 sales forecasting tools to help you find the one that best fits your business needs.
What is a Sales Forecasting Tool?
We’re in an age where automation and AI are influencing every aspect of business, and sales forecasting is no exception. Relying solely on traditional CRMs or manual reporting methods is a thing of past.
Now, even CRMs that once changed sales tracking are adapting to meet new demands. Businesses need real-time data, predictive analytics, and a complete view of market dynamics to remain competitive.
Sales forecasting tools of today don’t just predict numbers, they provide actionable strategies, identify challenges and untapped opportunities. They integrate with modern workflows to analyze past sales trends, current market data, and other variables to deliver precise, reliable forecasts.
This shift is about more than just convenience; it’s helps sales teams to make informed decisions that directly impact revenue. In an environment where speed and accuracy are important, modern forecasting tool provide the clarity and confidence needed to overcome change.
Key Features to Consider in Sales Forecasting Tools
Predictive Analytics: At the core of sales forecasting tools is the ability to analyze large volumes of data to identify patterns and trends. This helps businesses anticipate market shifts and customer behavior with precision.
Customization Options: Every business has unique forecasting needs. Sales forecasting software offers extensive customization options so you can tailor it to your specific requirements and ensure that the insights you get are relevant and actionable.
Data Integration: Accurate forecasting depends on the relevance of the data. Sales forecasting tools integrate with various data sources to ensure that important information—from CRM systems to external market data—is used in predictions.
User Accessibility: Ease of use is a priority. Sales forecasting software is designed with user-friendly interfaces that make it easy for your sales team to adopt the software and maximize its features.
Scalability and Performance: As your business grows, the software needs to scale with you. Sales forecasting tools are built to handle increasing data volumes and complexities without compromising performance.
Support and Training: Good use of forecasting tools requires proper guidance. Many providers offer strong support and training programs to help your sales teams get up to speed quickly and make the most of the software’s features.
Top Sales Forecasting Software in 2025
Software
Type
Category
Top Features
MeetRecord
Revenue Intelligence and Sales Coaching Software
SMBs, early mid-sized businesses, and mid-sized businesses
AI-driven analysis, deal risk identification
Pipedrive CRM
Sales CRM and pipeline management
SMBs, early mid-sized businesses, mid-sized businesses, and enterprise businesses
Revenue forecasting, AI projections
Zoho CRM
Sales CRM with AI forecasting
SMBs, early mid-sized businesses, and mid-sized businesses
Zia AI assistant
HubSpot
CRM with integrated sales forecasting
SMBs, early mid-sized businesses, mid-sized businesses, and enterprise businesses
Pipeline monitoring, revenue forecasting
Salesforce
Cloud-based sales automation platform
Early mid-sized businesses, mid-sized businesses, and enterprise businesses
MeetRecord’s sales forecasting software collects data from multiple sources, such as emails, calls, and other client interactions. Using AI, it analyzes this data to forecast future sales and provides a clear view of the sales pipeline for complete tracking.
MeetRecord also helps users monitor individual deals' progress and make predictions. It identifies potential risks, such as stalled deals or budget-related challenges, so that users can adjust forecasts proactively and maintain accuracy.
Pricing:
Plan
Price
Notes
Professional
$39/user/month
Foundational features like AI trend analysis & basic deal tracking
Multi-region forecasting, dedicated support for complex needs
Pros
Effortless two-way integrations with CRMs and other sales tools for accurate data sync.
Analyzes sales cycle conversations to predict deal health and pipeline status.
Identifies winning patterns and evaluates overall team performance.
AI-driven recommendations at the deal and conversation level to keep deals on track.
Suitable for both growing teams and enterprise businesses, scaling seamlessly.
Cons
No dedicated mobile app currently available.
Not built for individual contributors like solopreneurs or freelancers.
Testimonial:
“Not only is the product top tier - from the easy-to-use UI and the AI coaching and summary features, but the customer service experience has been unmatched from Day 1.”
Pipedrive is a sales CRM and pipeline management tool that includes revenue forecasting features as well.
To use Pipedrive's sales forecasting feature, start by setting up your sales pipeline. Input important details for each deal, such as its value, expected close date, and current stage.
Pipedrive’s algorithm processes this data to generate sales forecasts for the upcoming weeks or months. Adding more detailed and accurate information will improve the precision of your forecasts.
Pricing:
Plan
Price
Notes
Essential
$12/seat/month
Foundational sales forecasting tools for SMBs
Professional
$49/seat/month
Mid-sized businesses scaling operations with AI forecasting
Power
$59/seat/month
For larger teams & project planning with advanced permissions
Enterprise
$79/seat/month
Complex forecasting, tailored for enterprise-level pipelines
Pros
Visual sales pipeline simplifies deal tracking at every stage.
Customizable pipelines to match unique sales processes.
Automatic follow-up reminders ensure no deals slip through the cracks.
Clean and intuitive interface, easy to use even for non-technical team members.
Cons
New users may need training to fully leverage advanced features.
May not meet the complex needs of large enterprises with multiple business units.
Testimonial:
“I use Pipedrive to keep track of my prospects and what stages they are in. It allows me to see and average my sales cycle length and a great by-product is it provides a forecast depending upon the percentages that are loaded for each stage.”
Zoho CRM is a sales software that provides a flexible forecasting system using real-time data.
One of its standout features is Zia, the AI assistant, which analyzes historical data to identify patterns and predict the likelihood of deal conversions. While this automation is beneficial, some users have raised concerns about the accuracy of Zia's predictions, noting that fully automated forecasting does not feel entirely reliable yet.
To make the most of Zoho’s forecasting features, you can experiment with its predictions. For instance, compare your actual sales performance against forecasted results to pinpoint areas where adjustments in sales strategies or activities are needed. This hands-on approach ensures you use both AI insights and human expertise.
HubSpot’s sales forecasting feature is integrated into its Sales Hub. It monitors your sales pipeline, predicts future revenue, and tracks progress toward sales goals.
HubSpot bases its revenue forecasts on deal stages. It also shows a progress bar to visually display how individual sales reps are performing in meeting their forecasted quotas.
Pricing:
Plan
Price
Notes
Marketing Hub Starter
$15/month
Foundational sales forecasting for SMBs
Professional
$800/month
For early/mid-sized businesses scaling their forecasting efforts
Enterprise
$3,600/month
Complex forecasting & advanced reporting for enterprise
Pros
Provides a clear view of sales pipelines, deal stages, and progress toward goals.
Flexible feature set that can scale as your company grows.
Customizable dashboards and reporting for in-depth sales forecasting.
Cons
Advanced Marketing and Sales Hubs can be expensive for small companies.
Free/basic plans provide limited customization for more complex needs.
Testimonial:
“It gives me the facility to understand in one click where my team is, what opportunities come from closing and most importantly have an accurate forecast.”
Salesforce is a cloud-based sales automation platform with a sales forecasting feature that uses historical data and AI to predict future sales revenue.
Users can create custom forecast reports and dashboards and track complex sales processes by metrics like revenue, contract value, and sales overlays. Managers can assign quotas to team members, monitor their progress, and adjust targets as needed.
Salesforce’s AI forecasting tool, Einstein Forecasting, applies machine learning and data science to generate predictions based on sales history to help teams make data-driven decisions with confidence.
Pricing:
Plan
Price
Notes
Starter Suite
$25/user/month
Basic sales forecasting tools for SMBs
Pro Suite
$100/user/month
Improved forecasting with quoting & real-time insights
Enterprise
$165/user/month
AI forecasting for mid-sized businesses with more complexity
Einstein 1 Service
$500/user/month
Highly advanced forecasting (Einstein Copilot, Service Intelligence)
Pros
Robust historical trend analysis, forecasting, and pipeline reviewing capabilities.
Einstein Analytics leverages AI to categorize deals and provide predictive insights.
Highly customizable dashboards to tailor data visualization to specific needs.
Mobile app support for on-the-go access and real-time updates.
Cons
Complex implementation and setup requires specialized expertise and resources.
Pricing can be a barrier for smaller businesses that don’t need all the bells and whistles.
Testimonial:
“With Salesforce Sales Analytics, we are able to forecast and keep track of our own funnel that allows management to see our productivity without having to meet every week to discuss what can be seen in the Salesforce Sales Analytics program.”
Outreach, a sales execution platform, focuses on pipeline management for mid-market companies and enterprises.
The platform automatically compiles forecasts for each team and sales representative and offers a comprehensive view of the sales pipeline. Outreach delivers detailed and data-driven sales forecasts by combining historical data analysis, machine learning algorithms, and predictive modeling.
Pricing:
Outreach does not provide public pricing. It has also listed 3 pricing tiers on their pricing page.
Plan
Price
Notes
Engage
Custom
For SMBs & early mid-sized businesses focusing on structured sales forecasting
Call (Voice Package)
Custom
Sales call forecasting & performance tracking
Meet
Custom
AI-driven forecasting during sales meetings for mid-sized & enterprise
Some sources suggest that Outreach’s pricing starts at $100/user/month, and organizations can expect to pay anywhere from $20,000 to $50,000 annually, which suggests that it is a tool for small and mid-sized businesses.
Pros
Centralized dashboard for multi-channel outreach (email, calls, LinkedIn).
Offers data-driven forecasts by combining ML algorithms and predictive modeling.
Delivers insights on open rates and response rates to refine outreach strategies.
Occasional glitches in sequence execution and data syncing with Salesforce.
Testimonial:
“Easily track touchpoints for my contacts and help manage my outreach towards targeted individuals. On top of that, Success Plan has helped level-up Mutual Action Plans to help me know the state and health of a deal to help me accurately forecast and take ownership of my book of business.”
Zendesk Sell is a modern sales CRM that helps businesses boost revenue with accurate sales forecasting and real-time pipeline management. It helps the sales team in data-driven decision-making by allowing them to track, manage, and analyze sales processes.
With Zendesk Sell, users can predict deal outcomes and close dates based on historical data, review sales activity reports, and analyze performance metrics. Custom forecast reports and user-friendly dashboards provide quick insights into sales projections.
Pricing:
Plan
Price
Notes
Sell Team
$19/agent/month
Basic forecasting, up to 2 pipelines, pre-built dashboards
Sell Growth
$55/agent/month
Expanded forecasting with up to 10 pipelines, advanced reports
Sell Professional
$115/agent/month
Lead & deal scoring, task automation & advanced forecasting
Pros
Consolidates customer data, sales opportunities, and tasks in one intuitive platform.
Pre-built and customizable reports to track sales performance and progress.
Automated workflows to manage reminders, assign tasks, and schedule follow-ups.
Cons
Considered expensive compared to competitors with similar feature sets.
Missing some key integrations like LinkedIn Sales Navigator.
Testimonial:
“How it can easily be customized to meet the needs of whoever is utilizing the platform. You can add/remove and modify each and every field to make the experience unique to your business.”
Clari is a forecasting tool designed to provide B2B sales leaders with a clear and precise view of future sales. Its primary goals are to speed up sales cycles and improve forecasting accuracy.
Clari offers real-time visualizations of revenue health indicators and uses predictive analytics to provide insights. Apart from forecasting, it also provides features such as pipeline analysis, CRM automation, and revenue intelligence for managing and optimizing sales performance.
Pricing:
Clari does not reveal pricing on their public pricing page. However, some sources show that the average cost for Clari is about $160,000 annually, which suggests that it is software for mid-sized and enterprise businesses.
Pros
User-friendly interface for pipeline analysis and real-time forecasting.
Integrates with Salesforce, Gmail, and Microsoft Teams to keep data in sync.
Supports "what-if" scenario analysis for more accurate forecasting outcomes.
Cons
Customer support experiences vary; some users find it inconsistent.
No single consolidated analytics page; users must navigate multiple views for insights.
Testimonial:
“Super for forecasting and understanding full number to achieve inside quarter. Helps field, legal, SalesOps and DealOps collaborate to get better understanding of likely quarter outcome.”
Forecastio is a sales forecasting software that provides highly accurate projections using a variety of forecasting methods. Using advanced AI and machine learning algorithms, it analyzes historical data to predict future sales with precision.
Pricing:
Plan
Price
Notes
Basic
$119/month
Ideal for small & mid-sized teams, starting sales forecasting
Custom
Custom Pricing
For enterprise with large data sets & complex forecasting
Pros
Machine learning-based approach for highly accurate long-term projections.
Real-time analytics to diagnose potential sales metric declines quickly.
Detects data quality issues in CRMs to improve overall forecast reliability.
Consolidates vital sales data into one platform, reducing spreadsheet reliance.
Cons
Certain forecasting scenarios yield less precise or reliable outcomes.
Dashboards offer limited customization, restricting layout and metric display.
Testimonials
“It is a very promising tool that can boost up your sales performance, by the usage of their ML features you can built long term projections, and is not narrowed to just one technique, you can use multiple approaches to achive your goals.”
Anaplan helps you to view sales forecasts by geography, product line, or account, even down to specific cities or product SKUs. This detailed view of your pipeline, combined with predictive insights, helps you focus on the best opportunities to drive consistent revenue growth.
Pricing:
Anaplan does not reveal public pricing. Some sources suggest that their entry-level pricing ranges from $30,000 to $50,000 per year, but costs can escalate significantly based on factors like the platform's complexity, the number of users, and the volume of data or workspace required.
For most customers, the actual cost often exceeds $50,000 annually for even a basic subscription. Also, transitioning to Anaplan involves hidden costs, such as expenses for training users, onboarding teams, and hiring external consultants to help with implementation. Anaplan’s pricing makes it best suited for enterprise businesses
Pros
Removes the need for spreadsheets by creating a single source of truth for forecasts.
Addresses large-scale enterprise requirements for comprehensive planning.
User-friendly dashboards beneficial for both new and seasoned users.
Capable of modeling multi-dimensional scenarios for complex forecasts.
Cons
Large-scale or complex models can experience performance issues and slow down processes.
Additional licenses needed for advanced features, making it more costly for smaller teams.
Testimonial:
“Anaplan provides a more accurate and collaborative way of forecasting revenue, planning project staffing, and considering several what-if scenarios, among lots of other great uses.”
How to Choose the Right Sales Forecasting Software for Your Business?
Demand Forecasting: Choose a tool that excels in demand forecasting with precise predictions of market needs. This feature helps you anticipate sales volumes, prepare for market demands, and capitalize on sales opportunities.
Data Security & Compliance: Opt for software that prioritizes data security and compliance because data breaches are costly today. Ensure the tool adheres to industry standards and regulations to protect your sensitive information.
Compatibility with Your Existing Stack: Ensure the tool integrates smoothly with your current tech ecosystem to reduce disruptions in your existing workflow.
Integration with External Data Sources: Look for software that can connect with external data sources to enrich your forecasts with diverse data points.
User-Friendliness for Reps & Leaders: Choose a tool with an interface that’s easy to use for both sales reps and leaders. This reduces the learning curve so that your team can concentrate on selling instead of struggling with complex software.
Visualizations: Select software that provides clear data visualizations. These help simplify complex data and make it easier to interpret them.
Automation & Alerts: Automation can save time and improve your team’s efficiency. Choose a tool that automates repetitive tasks and offers alerts for important thresholds or milestones to keep your team proactive and focused.
Cost Implications: Consider the total cost of ownership, including both direct and indirect expenses. Direct costs include software fees and training materials, while indirect costs involve lost productivity and learning curves.
Steps to Implementing Sales Forecasting Software
Define Your Forecasting Goals: Identify key objectives, such as tracking ARR or improving sales cycles, and evaluate how these align with your current sales process.
Collect and Clean Historical Data: Gather historical sales data and ensure it is accurate and complete to serve as the foundation for reliable forecasts.
Select the Right Software: Choose forecasting software that addresses your specific needs, is scalable, and integrates well with your existing tools and systems.
Integrate with Your CRM System: Connect the forecasting software to your CRM to automate data flow and reduce manual entry.
Train Your Sales Team: Provide guidance on the software’s features so your team knows how to input accurate data, interpret forecasts, and use insights effectively.
Establish Forecasting Parameters: Define clear processes for data input and decide which metrics (sales cycles, product lines, regional performance, etc.) you want to track.
Monitor Forecast Accuracy: Review sales forecasts regularly to assess their precision and address any discrepancies or issues in real time.
Refine Your Model: Continuously update your forecasting model with new data, feedback, and changing business needs to keep it aligned with organizational goals.
Conclusion
If you are looking to forecast sales for your organization, have the right tools in your arsenal. The 9 popular sales forecasting tools listed in this blog are used by most businesses today.
These tools not only help forecast your sales revenue with precision but also reduce time spent on manual tasks to improve profit margins.
Interested in how MeetRecord can help your team with sales forecasting? Sign up for free, and we’ll be in touch to help you get started!
By 2025, over 90% of B2B enterprise sales businesses will continue to rely on intuition instead of advanced data analytics.
And the consequences of that are pretty obvious – inaccurate forecasts, unfulfilled quotas, and broken sales pipeline.
If you want to be a part of the 10%, you need to have the right sales forecast tools in your tech stack.
We understand how hard it can be to add more tools to your business’ existing tech stacks without thorough research. That’s why, in this article, we’ve compiled a list of the top 10 sales forecasting tools to help you find the one that best fits your business needs.
What is a Sales Forecasting Tool?
We’re in an age where automation and AI are influencing every aspect of business, and sales forecasting is no exception. Relying solely on traditional CRMs or manual reporting methods is a thing of past.
Now, even CRMs that once changed sales tracking are adapting to meet new demands. Businesses need real-time data, predictive analytics, and a complete view of market dynamics to remain competitive.
Sales forecasting tools of today don’t just predict numbers, they provide actionable strategies, identify challenges and untapped opportunities. They integrate with modern workflows to analyze past sales trends, current market data, and other variables to deliver precise, reliable forecasts.
This shift is about more than just convenience; it’s helps sales teams to make informed decisions that directly impact revenue. In an environment where speed and accuracy are important, modern forecasting tool provide the clarity and confidence needed to overcome change.
Key Features to Consider in Sales Forecasting Tools
Predictive Analytics: At the core of sales forecasting tools is the ability to analyze large volumes of data to identify patterns and trends. This helps businesses anticipate market shifts and customer behavior with precision.
Customization Options: Every business has unique forecasting needs. Sales forecasting software offers extensive customization options so you can tailor it to your specific requirements and ensure that the insights you get are relevant and actionable.
Data Integration: Accurate forecasting depends on the relevance of the data. Sales forecasting tools integrate with various data sources to ensure that important information—from CRM systems to external market data—is used in predictions.
User Accessibility: Ease of use is a priority. Sales forecasting software is designed with user-friendly interfaces that make it easy for your sales team to adopt the software and maximize its features.
Scalability and Performance: As your business grows, the software needs to scale with you. Sales forecasting tools are built to handle increasing data volumes and complexities without compromising performance.
Support and Training: Good use of forecasting tools requires proper guidance. Many providers offer strong support and training programs to help your sales teams get up to speed quickly and make the most of the software’s features.
Top Sales Forecasting Software in 2025
Software
Type
Category
Top Features
MeetRecord
Revenue Intelligence and Sales Coaching Software
SMBs, early mid-sized businesses, and mid-sized businesses
AI-driven analysis, deal risk identification
Pipedrive CRM
Sales CRM and pipeline management
SMBs, early mid-sized businesses, mid-sized businesses, and enterprise businesses
Revenue forecasting, AI projections
Zoho CRM
Sales CRM with AI forecasting
SMBs, early mid-sized businesses, and mid-sized businesses
Zia AI assistant
HubSpot
CRM with integrated sales forecasting
SMBs, early mid-sized businesses, mid-sized businesses, and enterprise businesses
Pipeline monitoring, revenue forecasting
Salesforce
Cloud-based sales automation platform
Early mid-sized businesses, mid-sized businesses, and enterprise businesses
MeetRecord’s sales forecasting software collects data from multiple sources, such as emails, calls, and other client interactions. Using AI, it analyzes this data to forecast future sales and provides a clear view of the sales pipeline for complete tracking.
MeetRecord also helps users monitor individual deals' progress and make predictions. It identifies potential risks, such as stalled deals or budget-related challenges, so that users can adjust forecasts proactively and maintain accuracy.
Pricing:
Plan
Price
Notes
Professional
$39/user/month
Foundational features like AI trend analysis & basic deal tracking
Multi-region forecasting, dedicated support for complex needs
Pros
Effortless two-way integrations with CRMs and other sales tools for accurate data sync.
Analyzes sales cycle conversations to predict deal health and pipeline status.
Identifies winning patterns and evaluates overall team performance.
AI-driven recommendations at the deal and conversation level to keep deals on track.
Suitable for both growing teams and enterprise businesses, scaling seamlessly.
Cons
No dedicated mobile app currently available.
Not built for individual contributors like solopreneurs or freelancers.
Testimonial:
“Not only is the product top tier - from the easy-to-use UI and the AI coaching and summary features, but the customer service experience has been unmatched from Day 1.”
Pipedrive is a sales CRM and pipeline management tool that includes revenue forecasting features as well.
To use Pipedrive's sales forecasting feature, start by setting up your sales pipeline. Input important details for each deal, such as its value, expected close date, and current stage.
Pipedrive’s algorithm processes this data to generate sales forecasts for the upcoming weeks or months. Adding more detailed and accurate information will improve the precision of your forecasts.
Pricing:
Plan
Price
Notes
Essential
$12/seat/month
Foundational sales forecasting tools for SMBs
Professional
$49/seat/month
Mid-sized businesses scaling operations with AI forecasting
Power
$59/seat/month
For larger teams & project planning with advanced permissions
Enterprise
$79/seat/month
Complex forecasting, tailored for enterprise-level pipelines
Pros
Visual sales pipeline simplifies deal tracking at every stage.
Customizable pipelines to match unique sales processes.
Automatic follow-up reminders ensure no deals slip through the cracks.
Clean and intuitive interface, easy to use even for non-technical team members.
Cons
New users may need training to fully leverage advanced features.
May not meet the complex needs of large enterprises with multiple business units.
Testimonial:
“I use Pipedrive to keep track of my prospects and what stages they are in. It allows me to see and average my sales cycle length and a great by-product is it provides a forecast depending upon the percentages that are loaded for each stage.”
Zoho CRM is a sales software that provides a flexible forecasting system using real-time data.
One of its standout features is Zia, the AI assistant, which analyzes historical data to identify patterns and predict the likelihood of deal conversions. While this automation is beneficial, some users have raised concerns about the accuracy of Zia's predictions, noting that fully automated forecasting does not feel entirely reliable yet.
To make the most of Zoho’s forecasting features, you can experiment with its predictions. For instance, compare your actual sales performance against forecasted results to pinpoint areas where adjustments in sales strategies or activities are needed. This hands-on approach ensures you use both AI insights and human expertise.
HubSpot’s sales forecasting feature is integrated into its Sales Hub. It monitors your sales pipeline, predicts future revenue, and tracks progress toward sales goals.
HubSpot bases its revenue forecasts on deal stages. It also shows a progress bar to visually display how individual sales reps are performing in meeting their forecasted quotas.
Pricing:
Plan
Price
Notes
Marketing Hub Starter
$15/month
Foundational sales forecasting for SMBs
Professional
$800/month
For early/mid-sized businesses scaling their forecasting efforts
Enterprise
$3,600/month
Complex forecasting & advanced reporting for enterprise
Pros
Provides a clear view of sales pipelines, deal stages, and progress toward goals.
Flexible feature set that can scale as your company grows.
Customizable dashboards and reporting for in-depth sales forecasting.
Cons
Advanced Marketing and Sales Hubs can be expensive for small companies.
Free/basic plans provide limited customization for more complex needs.
Testimonial:
“It gives me the facility to understand in one click where my team is, what opportunities come from closing and most importantly have an accurate forecast.”
Salesforce is a cloud-based sales automation platform with a sales forecasting feature that uses historical data and AI to predict future sales revenue.
Users can create custom forecast reports and dashboards and track complex sales processes by metrics like revenue, contract value, and sales overlays. Managers can assign quotas to team members, monitor their progress, and adjust targets as needed.
Salesforce’s AI forecasting tool, Einstein Forecasting, applies machine learning and data science to generate predictions based on sales history to help teams make data-driven decisions with confidence.
Pricing:
Plan
Price
Notes
Starter Suite
$25/user/month
Basic sales forecasting tools for SMBs
Pro Suite
$100/user/month
Improved forecasting with quoting & real-time insights
Enterprise
$165/user/month
AI forecasting for mid-sized businesses with more complexity
Einstein 1 Service
$500/user/month
Highly advanced forecasting (Einstein Copilot, Service Intelligence)
Pros
Robust historical trend analysis, forecasting, and pipeline reviewing capabilities.
Einstein Analytics leverages AI to categorize deals and provide predictive insights.
Highly customizable dashboards to tailor data visualization to specific needs.
Mobile app support for on-the-go access and real-time updates.
Cons
Complex implementation and setup requires specialized expertise and resources.
Pricing can be a barrier for smaller businesses that don’t need all the bells and whistles.
Testimonial:
“With Salesforce Sales Analytics, we are able to forecast and keep track of our own funnel that allows management to see our productivity without having to meet every week to discuss what can be seen in the Salesforce Sales Analytics program.”
Outreach, a sales execution platform, focuses on pipeline management for mid-market companies and enterprises.
The platform automatically compiles forecasts for each team and sales representative and offers a comprehensive view of the sales pipeline. Outreach delivers detailed and data-driven sales forecasts by combining historical data analysis, machine learning algorithms, and predictive modeling.
Pricing:
Outreach does not provide public pricing. It has also listed 3 pricing tiers on their pricing page.
Plan
Price
Notes
Engage
Custom
For SMBs & early mid-sized businesses focusing on structured sales forecasting
Call (Voice Package)
Custom
Sales call forecasting & performance tracking
Meet
Custom
AI-driven forecasting during sales meetings for mid-sized & enterprise
Some sources suggest that Outreach’s pricing starts at $100/user/month, and organizations can expect to pay anywhere from $20,000 to $50,000 annually, which suggests that it is a tool for small and mid-sized businesses.
Pros
Centralized dashboard for multi-channel outreach (email, calls, LinkedIn).
Offers data-driven forecasts by combining ML algorithms and predictive modeling.
Delivers insights on open rates and response rates to refine outreach strategies.
Occasional glitches in sequence execution and data syncing with Salesforce.
Testimonial:
“Easily track touchpoints for my contacts and help manage my outreach towards targeted individuals. On top of that, Success Plan has helped level-up Mutual Action Plans to help me know the state and health of a deal to help me accurately forecast and take ownership of my book of business.”
Zendesk Sell is a modern sales CRM that helps businesses boost revenue with accurate sales forecasting and real-time pipeline management. It helps the sales team in data-driven decision-making by allowing them to track, manage, and analyze sales processes.
With Zendesk Sell, users can predict deal outcomes and close dates based on historical data, review sales activity reports, and analyze performance metrics. Custom forecast reports and user-friendly dashboards provide quick insights into sales projections.
Pricing:
Plan
Price
Notes
Sell Team
$19/agent/month
Basic forecasting, up to 2 pipelines, pre-built dashboards
Sell Growth
$55/agent/month
Expanded forecasting with up to 10 pipelines, advanced reports
Sell Professional
$115/agent/month
Lead & deal scoring, task automation & advanced forecasting
Pros
Consolidates customer data, sales opportunities, and tasks in one intuitive platform.
Pre-built and customizable reports to track sales performance and progress.
Automated workflows to manage reminders, assign tasks, and schedule follow-ups.
Cons
Considered expensive compared to competitors with similar feature sets.
Missing some key integrations like LinkedIn Sales Navigator.
Testimonial:
“How it can easily be customized to meet the needs of whoever is utilizing the platform. You can add/remove and modify each and every field to make the experience unique to your business.”
Clari is a forecasting tool designed to provide B2B sales leaders with a clear and precise view of future sales. Its primary goals are to speed up sales cycles and improve forecasting accuracy.
Clari offers real-time visualizations of revenue health indicators and uses predictive analytics to provide insights. Apart from forecasting, it also provides features such as pipeline analysis, CRM automation, and revenue intelligence for managing and optimizing sales performance.
Pricing:
Clari does not reveal pricing on their public pricing page. However, some sources show that the average cost for Clari is about $160,000 annually, which suggests that it is software for mid-sized and enterprise businesses.
Pros
User-friendly interface for pipeline analysis and real-time forecasting.
Integrates with Salesforce, Gmail, and Microsoft Teams to keep data in sync.
Supports "what-if" scenario analysis for more accurate forecasting outcomes.
Cons
Customer support experiences vary; some users find it inconsistent.
No single consolidated analytics page; users must navigate multiple views for insights.
Testimonial:
“Super for forecasting and understanding full number to achieve inside quarter. Helps field, legal, SalesOps and DealOps collaborate to get better understanding of likely quarter outcome.”
Forecastio is a sales forecasting software that provides highly accurate projections using a variety of forecasting methods. Using advanced AI and machine learning algorithms, it analyzes historical data to predict future sales with precision.
Pricing:
Plan
Price
Notes
Basic
$119/month
Ideal for small & mid-sized teams, starting sales forecasting
Custom
Custom Pricing
For enterprise with large data sets & complex forecasting
Pros
Machine learning-based approach for highly accurate long-term projections.
Real-time analytics to diagnose potential sales metric declines quickly.
Detects data quality issues in CRMs to improve overall forecast reliability.
Consolidates vital sales data into one platform, reducing spreadsheet reliance.
Cons
Certain forecasting scenarios yield less precise or reliable outcomes.
Dashboards offer limited customization, restricting layout and metric display.
Testimonials
“It is a very promising tool that can boost up your sales performance, by the usage of their ML features you can built long term projections, and is not narrowed to just one technique, you can use multiple approaches to achive your goals.”
Anaplan helps you to view sales forecasts by geography, product line, or account, even down to specific cities or product SKUs. This detailed view of your pipeline, combined with predictive insights, helps you focus on the best opportunities to drive consistent revenue growth.
Pricing:
Anaplan does not reveal public pricing. Some sources suggest that their entry-level pricing ranges from $30,000 to $50,000 per year, but costs can escalate significantly based on factors like the platform's complexity, the number of users, and the volume of data or workspace required.
For most customers, the actual cost often exceeds $50,000 annually for even a basic subscription. Also, transitioning to Anaplan involves hidden costs, such as expenses for training users, onboarding teams, and hiring external consultants to help with implementation. Anaplan’s pricing makes it best suited for enterprise businesses
Pros
Removes the need for spreadsheets by creating a single source of truth for forecasts.
Addresses large-scale enterprise requirements for comprehensive planning.
User-friendly dashboards beneficial for both new and seasoned users.
Capable of modeling multi-dimensional scenarios for complex forecasts.
Cons
Large-scale or complex models can experience performance issues and slow down processes.
Additional licenses needed for advanced features, making it more costly for smaller teams.
Testimonial:
“Anaplan provides a more accurate and collaborative way of forecasting revenue, planning project staffing, and considering several what-if scenarios, among lots of other great uses.”
How to Choose the Right Sales Forecasting Software for Your Business?
Demand Forecasting: Choose a tool that excels in demand forecasting with precise predictions of market needs. This feature helps you anticipate sales volumes, prepare for market demands, and capitalize on sales opportunities.
Data Security & Compliance: Opt for software that prioritizes data security and compliance because data breaches are costly today. Ensure the tool adheres to industry standards and regulations to protect your sensitive information.
Compatibility with Your Existing Stack: Ensure the tool integrates smoothly with your current tech ecosystem to reduce disruptions in your existing workflow.
Integration with External Data Sources: Look for software that can connect with external data sources to enrich your forecasts with diverse data points.
User-Friendliness for Reps & Leaders: Choose a tool with an interface that’s easy to use for both sales reps and leaders. This reduces the learning curve so that your team can concentrate on selling instead of struggling with complex software.
Visualizations: Select software that provides clear data visualizations. These help simplify complex data and make it easier to interpret them.
Automation & Alerts: Automation can save time and improve your team’s efficiency. Choose a tool that automates repetitive tasks and offers alerts for important thresholds or milestones to keep your team proactive and focused.
Cost Implications: Consider the total cost of ownership, including both direct and indirect expenses. Direct costs include software fees and training materials, while indirect costs involve lost productivity and learning curves.
Steps to Implementing Sales Forecasting Software
Define Your Forecasting Goals: Identify key objectives, such as tracking ARR or improving sales cycles, and evaluate how these align with your current sales process.
Collect and Clean Historical Data: Gather historical sales data and ensure it is accurate and complete to serve as the foundation for reliable forecasts.
Select the Right Software: Choose forecasting software that addresses your specific needs, is scalable, and integrates well with your existing tools and systems.
Integrate with Your CRM System: Connect the forecasting software to your CRM to automate data flow and reduce manual entry.
Train Your Sales Team: Provide guidance on the software’s features so your team knows how to input accurate data, interpret forecasts, and use insights effectively.
Establish Forecasting Parameters: Define clear processes for data input and decide which metrics (sales cycles, product lines, regional performance, etc.) you want to track.
Monitor Forecast Accuracy: Review sales forecasts regularly to assess their precision and address any discrepancies or issues in real time.
Refine Your Model: Continuously update your forecasting model with new data, feedback, and changing business needs to keep it aligned with organizational goals.
Conclusion
If you are looking to forecast sales for your organization, have the right tools in your arsenal. The 9 popular sales forecasting tools listed in this blog are used by most businesses today.
These tools not only help forecast your sales revenue with precision but also reduce time spent on manual tasks to improve profit margins.
Interested in how MeetRecord can help your team with sales forecasting? Sign up for free, and we’ll be in touch to help you get started!
Smarter Sales. Faster Deals. Bigger Wins with MeetRecord.
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